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RENSBURG UK MANAGERS FOCUS - Fund overview

Bestinvest rating Unrated


Overview of RENSBURG UK MANAGERS FOCUS

A focused portfolio of 40-50 stocks comprising the best ideas from four of the Rensburg UK equity team managers. There are no benchmark, stock or sector restrictions and there is no overall controlling manager. Up to 10 stocks are blue chip, up to 10 are mid cap, up to 20 are smaller companies and 10 stocks are chosen from any area of the UK market. Each of the four managers was initially allocated 25% of the fund to invest in his specialist area.

Standard Initial Charge

5.25% 0.00%

Invest via Bestinvest to save 5.25%
Buy as ISA  |  Buy as Unit Trust

Fund summary

Sector  UK All Companies
Product type  UNIT TRUST
Launched  September, 2006
Size  £58m
Yield 1.1%
Charging basis  –
Dividends paid  Acc units only.
Cofunds  Yes
FundsNetwork  Yes
Bid price 100.24p

Fund Charges

Standard Initial charge 5.25%
Initial charge via Bestinvest 0.00%
Additional bid/offer spread 1.58%
Annual management charge 1.50%
Total expense ratio 1.57%
Reduction in yield (10yr) 1.73%

Portfolio

rensburg uk managers focus asset allocation illustration
Allocation Proportion
Equity 94%
High yield bonds 0%
Quality bonds 0%
Property 0%
Commodities 0%
Hedge 0%
Fund cash 6%
rensburg uk managers focus equity geographic illustration
Allocation Proportion
UK 90%
Europe 1%
Nth America 2%
Japan 0%
Pacific 2%
Other Equity 5%
rensburg uk managers focus equity capitalisation illustration
Allocation Proportion
Large Caps 39%
Mid Caps 22%
Small Caps 39%

Investment process


The fund aims to produce a total return in excess of that of the FTSE All Share index over the medium to long term. Colin Morton (Rensburg UK Blue Chip Growth) manages the blue chip proportion. Paul Spencer (Rensburg UK Mid 250) manages the mid cap proportion, Stuart Sharp (Rensburg UK Smaller Cos) manages the smaller companies proportion and Mark Hall (Rensburg UK Select Growth) has an unrestricted mandate to invest anywhere in the UK market. By virtue of its structure, no more than 50% can be invested in a particular market cap sector. This ensures a broadly based, yet focused portfolio of UK stocks.

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